广发证券：市场低估联发科与谷歌合作潜力博通(AVGO.US)与高通(QCOM.US)订单或受影响

智通财经07-01

【广发证券：市场低估联发科与谷歌合作潜力博通(AVGO.US)与高通(QCOM.US)订单或受影响】智通财经APP获悉，谷歌(GOOGL.US)新一代AI芯片TPUv9(代号“Triggerfish”)的供应链格局正在经历一场深刻变革。据广发证券最新报告，谷歌已选择联发科(2454.TW)而非博通(AVGO.US)或高通(QCOM.US)来构建其第九代张量处理器(TPU)，这标志着谷歌定制芯片战略的一次重大转向。

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广发证券：市场低估联发科与谷歌合作潜力 博通(AVGO.US)与高通(QCOM.US)订单或受影响

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广发证券：市场低估联发科与谷歌合作潜力博通(AVGO.US)与高通(QCOM.US)订单或受影响